Many individual tax returns are simple and routine with few complexities. In those instances, use this checklist as a tool to help prepare simple individual income tax returns (Form 1040, U.S. Individual Income Tax Return).
This checklist is an abbreviated version of the AICPA Tax Section’s Annual Tax Compliance Kit’s Form 1040 long checklist.
The template is available as a fillable PDF and in Word (for Word versions, see the 2022 Annual Tax Compliance Kit zip file).